Members-only Finance transformation How to leverage AI in finance with Christian Martinez It's really important to have that buy-in from management. In order to get it, you need to understand the ‘why are we doing this,’ and ‘why this matters.’ The answers will depend on the management and the project, but understanding those is key....
Members-only Management Talent retention: 10 tips to retain top finance talent What can you do to keep your best employees happy and prevent them from becoming a flight risk? Here are 11 easy but effective ways to help retain your best finance talent....
Members-only FP&A 3 key pain points in budgeting Budgeting is an important business process that helps organizations allocate resources and track progress towards meeting their financial goals. However, the budgeting process can be hampered by several factors....
Members-only Data & Analytics Use of data analytics and BI tools: Transforming FP&A Discover several ways that financial planning and analysis (FP&A) teams can increase the use of data analytics and business intelligence (BI) tools to improve decision-making....
Members-only FP&A How to improve your sales forecast accuracy While perfect predictions may not be possible, increased accuracy is within reach. The key is blending quantitative data with qualitative insights to get a complete picture. Aim for reasonable precision, not perfection....
Members-only AI & Automation How to use Python in Microsoft Excel Microsoft has revealed a new era of analytics with the integration of Python in Excel. No more toggling between platforms or fiddling with add-ons, you can now manipulate and explore data in Excel using Python’s analytical and visualization libraries....
Members-only Career development Uncovering the 7 most common FP&A designations In this article, we discuss the main responsibilities and tasks associated with each of the most common FP&A designations....
Members-only Career development FP&A Manager salary insights: What the data reveals for 2023 Our latest Finance Salary Report revealed the average FP&A Manager salary to be $76,767 globally and $132,500 in the US. Those figures are more than just digits on a screen - they're a testament to the value organizations place on financial planning and analysis....
Members-only FP&A Budget vs Annual Operating Plan (AOP): Understanding the key differences A budget and an annual operating plan (AOP) are both financial tools used by organizations to manage their performance. aIt is important to note that a budget and an operating plan are not the same thing, but they are closely related....
Members-only Strategy Rolling forecast best practices: Bridging the gap between strategy & execution A rolling forecast formula is a straightforward concept. For every period that passes, a new one is added to the end of the forecast......
Members-only FP&A 14 dos and don’ts for building an accurate financial forecast Preparing an accurate financial forecast demands precision, attention to detail, and a clear understanding of the economic landscape. Below, we've curated seven dos and seven don’ts to fine-tune your forecasting process.👇...
Members-only CFO How to become a virtual CFO Imagine having the opportunity to use your financial expertise to guide businesses globally, from the comfort of your home or any remote location (sunny beach in the Caribbean, anyone?). As a Virtual CFO or 'vCFO', you can do just that....
Members-only CFO CFO Stories | Sam Filer, CFO, The Alliance Sam is the CFO of The Alliance, the world’s most forward-thinking community-led professional development platform for high-growth organizations and individuals....
Members-only CFO CFO Stories | Wayne Spivak, CFO, SBA Consulting In this interview, we asked Wayne Spivak, CFO of SBA Consulting to share his career path and tips for anyone who wants to emulate his success....
Members-only CFO CFO Stories | Mike Kovar, CFO, Acra Lending In this inspirational CFO story, you'll hear how Mike Kovar, CFO of Acra Lending, has gotten to where he is today....